FBCGX vs. VOO
Compare and contrast key facts about Fidelity Blue Chip Growth K6 Fund (FBCGX) and Vanguard S&P 500 ETF (VOO).
FBCGX is managed by Fidelity. It was launched on May 25, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FBCGX or VOO.
Correlation
The correlation between FBCGX and VOO is 0.89, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FBCGX vs. VOO - Performance Comparison
Key characteristics
FBCGX:
2.14
VOO:
2.25
FBCGX:
2.80
VOO:
2.98
FBCGX:
1.38
VOO:
1.42
FBCGX:
2.90
VOO:
3.31
FBCGX:
11.19
VOO:
14.77
FBCGX:
3.73%
VOO:
1.90%
FBCGX:
19.55%
VOO:
12.46%
FBCGX:
-42.92%
VOO:
-33.99%
FBCGX:
-2.89%
VOO:
-2.47%
Returns By Period
In the year-to-date period, FBCGX achieves a 39.76% return, which is significantly higher than VOO's 26.02% return.
FBCGX
39.76%
3.41%
11.44%
39.81%
20.24%
N/A
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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FBCGX vs. VOO - Expense Ratio Comparison
FBCGX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FBCGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Blue Chip Growth K6 Fund (FBCGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FBCGX vs. VOO - Dividend Comparison
FBCGX's dividend yield for the trailing twelve months is around 0.45%, less than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FBCGX Fidelity Blue Chip Growth K6 Fund | 0.45% | 0.26% | 0.12% | 0.00% | 0.08% | 0.25% | 0.46% | 0.11% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
FBCGX vs. VOO - Drawdown Comparison
The maximum FBCGX drawdown since its inception was -42.92%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FBCGX and VOO. For additional features, visit the drawdowns tool.
Volatility
FBCGX vs. VOO - Volatility Comparison
Fidelity Blue Chip Growth K6 Fund (FBCGX) has a higher volatility of 5.56% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that FBCGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.